Evercore Wealth Management, LLC Aflac Inc Transaction History

Evercore Wealth Management, LLC

$6.35 Billion
Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Aflac Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 40,149 shares of AFL stock, worth $4.44 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

40,149

Previous 40,149 -0.0%

Holding current value

$4.44 Million

Previous $3.45 Million 4.0%

% of portfolio

0.06%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$76.2 - $85.86 $51,816 - $58,384	-680 Reduced 1.67%	40,149 $3.45 Million
Q4 2023 Feb 14, 2024	SELL	$75.43 - $84.35 $210,147 - $234,999	-2,786 Reduced 6.39%	40,829 $3.37 Million
Q3 2023 Nov 14, 2023	SELL	$69.57 - $77.95 $136,148 - $152,548	-1,957 Reduced 4.29%	43,615 $3.35 Million
Q2 2023 Aug 04, 2023	BUY	$63.91 - $70.36 $35,533 - $39,120	556 Added 1.24%	45,572 $3.18 Million
Q1 2023 May 15, 2023	SELL	$61.24 - $73.83 $9,186 - $11,074	-150 Reduced 0.33%	45,016 $2.9 Million
Q4 2022 Feb 14, 2023	SELL	$57.69 - $72.5 $2,307 - $2,900	-40 Reduced 0.09%	45,166 $3.25 Million
Q2 2022 Aug 15, 2022	SELL	$53.01 - $66.62 $87,042 - $109,390	-1,642 Reduced 3.5%	45,206 $2.5 Million
Q1 2022 May 16, 2022	SELL	$58.27 - $66.04 $20,627 - $23,378	-354 Reduced 0.75%	46,848 $3.02 Million
Q4 2021 Feb 14, 2022	SELL	$52.77 - $58.79 $151,713 - $169,021	-2,875 Reduced 5.74%	47,202 $2.76 Million
Q2 2021 Aug 16, 2021	BUY	$51.42 - $57.48 $175,033 - $195,661	3,404 Added 7.29%	50,077 $2.69 Million
Q1 2021 May 17, 2021	SELL	$43.19 - $52.14 $152,331 - $183,897	-3,527 Reduced 7.03%	46,673 $2.39 Million
Q4 2020 Feb 16, 2021	SELL	$33.95 - $46.29 $20,471 - $27,912	-603 Reduced 1.19%	50,200 $2.23 Million
Q3 2020 Nov 16, 2020	BUY	$33.97 - $38.07 $271 - $304	8 Added 0.02%	50,803 $1.85 Million
Q2 2020 Aug 13, 2020	SELL	$31.83 - $42.1 $141,961 - $187,766	-4,460 Reduced 8.07%	50,795 $1.83 Million
Q1 2020 May 14, 2020	SELL	$25.27 - $53.42 $85,589 - $180,933	-3,387 Reduced 5.78%	55,255 $1.89 Million
Q4 2019 Feb 13, 2020	BUY	$50.58 - $54.84 $93,370 - $101,234	1,846 Added 3.25%	58,642 $3.1 Million
Q3 2019 Nov 14, 2019	SELL	$48.36 - $56.89 $33,223 - $39,083	-687 Reduced 1.2%	56,796 $2.97 Million
Q2 2019 Aug 13, 2019	SELL	$48.56 - $55.34 $235,078 - $267,900	-4,841 Reduced 7.77%	57,483 $3.15 Million
Q1 2019 May 14, 2019	BUY	$44.37 - $50.25 $52,134 - $59,043	1,175 Added 1.92%	62,324 $3.12 Million
Q4 2018 Feb 13, 2019	SELL	$41.7 - $47.41 $15,637 - $17,778	-375 Reduced 0.61%	61,149 $2.79 Million
Q3 2018 Nov 13, 2018	SELL	$42.48 - $48.04 $72,725 - $82,244	-1,712 Reduced 2.71%	61,524 $2.9 Million
Q2 2018 Aug 14, 2018	BUY	$42.97 - $45.89 $14,266 - $15,235	332 Added 0.53%	63,236 $2.72 Million
Q1 2018 May 15, 2018	BUY	$41.62 - $45.85 $1.23 Million - $1.35 Million	29,502 Added 88.32%	62,904 $2.75 Million
Q4 2017 Feb 13, 2018	SELL	$40.99 - $44.63 $12,624 - $13,746	-308 Reduced 0.91%	33,402 $2.93 Million
Q3 2017 Nov 13, 2017	BUY	$39.85 - $42.13 $1.34 Million - $1.42 Million	33,710	33,710 $2.74 Million

Others Institutions Holding AFL

# of Institutions

1,574

Shares Held

387M

Call Options Held

3.08M

Put Options Held

1.52M

View Full List

About AFLAC INC

Ticker AFL
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 631,916,032
Market Cap $69.9B
Description
Aflac Incorporated, through its subsidiaries, provides supplemental health and life insurance products. It operates through two segments, Aflac Japan and Aflac U.S. The Aflac Japan segment offers cancer, medical, nursing care income support, GIFT, and whole and term life insurance products, as well as WAYS and child endowment plans under saving ...

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Evercore Wealth Management, LLC Aflac Inc Transaction History